Trilogy Monthly Income Trust Revised
Earn income from a leading Australian property-based managed fund.
Current rate *8.00% PA
Updated June 2023
* July 2023 net distribution rate annualised.
Past performance is not a reliable indicator of future performance. Rates are variable.
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Fixed Unit Price at $1.00
Monthly Distribution
17 years of property based investment
Disclaimer
Fixed Unit Price – While unit price is fixed, capital losses can occur in circumstances where an asset of the Trust incurs a capital loss. Past performance is not a reliable indicator of future performance.
RECOGNITION
Rated ‘Very Strong’ in Foresight Analytics 2021 research report1
Disclaimer
The information contained in the Foresight Analytics report and encapsulated in the investment rating is of a general nature only. The report and rating reflect the opinion of Foresight Analytics and Ratings Pty Limited (AFSL 494552). It does not take into account an individual’s objectives, financial situation, or needs. Professional advice should be sought before making an investment decision. A fee has been paid by the fund manager for the production of the report and investment rating.
Why invest?
For 16 years, The Trilogy Monthly Income Trust has maintained a fixed $1 unit price and paid distributions every month, making it a great source of income and portfolio diversification. We focus on the property development and construction markets in which we have the expertise to take a hands-on involvement where appropriate to help extract value from a project.
It’s also a market that we believe is overlooked by banks, therefore offering a superior risk-return structure than more highly contested markets. We limit loan terms to two years for better cashflow control and issue finance in tranches, after positive reviews from independent surveyors. Every loan is secured by a first-registered mortgage with an LVR of 70% or less. Our approach has earned us a “Very Strong” rating from Foresight Analytics.
Choose between monthly distribution or automatically reinvest
You may nominate to have your distributions paid into your bank account monthly, or automatically reinvest to leverage compound interest to grow your capital further.
Smarter Income.
Start building wealth from a diverse range of registered first mortgage trusts in Australian Property.
